January 15, 2026
Finance

Coinbase CEO Brian Armstrong Calls for Equitable Regulatory Framework to Foster Competition in Crypto Market

Armstrong Highlights Unequal Treatment of Crypto Stablecoin Rewards Versus Traditional Banking Interest

Summary

Brian Armstrong, CEO of Coinbase Global Inc., has urged Congress to establish fair legal conditions that enable all American companies to compete without undue advantage. He criticized banks for potentially inhibiting competition by influencing legislative measures, particularly concerning rewards on stablecoin holdings. Armstrong voiced strong support for consumer rights to earn competitive returns on crypto assets, amidst legislative delays and Coinbase's withdrawal of support for a cryptocurrency market structure bill.

Key Points

Brian Armstrong, CEO of Coinbase, urges Congress to create fair competition laws for all American businesses, emphasizing clarity on permissible actions within the crypto market.
Armstrong criticizes traditional banks for potentially leveraging regulations to limit competition by disadvantaging cryptocurrency firms, particularly regarding stablecoin reward programs.
He advocates for consumer rights, highlighting the opportunity for Americans to earn higher returns on stablecoin holdings compared to the national average rates on savings accounts.
Coinbase's withdrawal of support for the cryptocurrency market structure bill led to the indefinite postponement of the legislation, centering on the proposed ban on stablecoin rewards, which banks are exempt from.

Brian Armstrong, the chief executive officer of Coinbase Global Inc. (NASDAQ:COIN), addressed the ongoing challenges in enacting legislation that aims to regulate the cryptocurrency market structure. On Thursday, he made an appeal to Congress to implement laws that guarantee a balanced competitive landscape for all companies operating within the United States.

Speaking in an interview with CNBC, Armstrong stressed the necessity for legislative clarity on the permissible and impermissible activities within the crypto space. "This is allowed, this is not allowed. Now, all American companies compete. Try to build the best products and services," he stated, emphasizing the need for transparent rules to foster innovation and competition.

However, Armstrong was critical of the possibility that established banks might exert disproportionate influence to suppress emerging competitors. "Whats not great is if the banks can put their thumb on the scale to try to kill some of their competition," he asserted, highlighting concerns that banks could leverage regulatory frameworks to limit growth opportunities for crypto firms.

Armstrong also spotlighted the consumer rights aspect of the debate, particularly focusing on the capacity of Americans to earn returns on their funds held in stablecoins. "People in America should be able to earn more money on their money," he remarked, referencing the existing stablecoin rewards programs. He committed to advocating continuously for Coinbase customers and the broader community of approximately 52 million Americans engaged in cryptocurrency usage daily.

In context, stablecoin rewards are a significant revenue channel for Coinbase. These rewards primarily derive from interest on USDC reserves, a stablecoin managed in partnership with Circle Internet Group (NYSE:CRCL). The Federal Deposit Insurance Corporation (FDIC) recently reported that the average annual percentage yield for savings accounts nationwide stood at a relatively low 0.39% as of December 2025, underscoring the attractiveness of higher yields offered by some stablecoin programs.

Armstrong's remarks follow Coinbase's strategic decision to withdraw its endorsement of the cryptocurrency market structure bill, just hours before a scheduled vote in Congress. This withdrawal triggered the indefinite postponement of the bill's markup session.

The central point of contention within the bill concerns a proposed regulation that would bar cryptocurrency platforms from providing yield rewards on dormant stablecoin balances. Notably, this limitation would not extend to traditional banking institutions that continue to offer interest payments on dollar deposits, raising concerns about regulatory disparities.

Following these developments, Coinbase's stock experienced notable volatility. On Thursday's regular trading session, shares closed down by 6.48% at $239.28. Nonetheless, in the after-hours market, Coinbase shares rebounded slightly by 1.01%, reaching approximately $241.70, according to Benzinga Pro data.

Despite this brief recovery, Coinbase's stock exhibits a downward price trajectory across short-, medium-, and long-term measures, as reflected in poor momentum rankings from Benzinga's Edge Stock Rankings. This suggests persistent challenges in market confidence or broader sector dynamics impacting the company.

Risks
  • Potential regulatory imbalance exists as banks remain permitted to offer interest on deposits, while crypto platforms could be prohibited from rewarding stablecoin holdings, creating uneven competition.
  • Legislation delays and withdrawals from key industry players like Coinbase may stall regulatory progress and create uncertainty in the crypto market.
  • Coinbase's stock performance shows weakness across multiple time horizons, reflecting possible negative investor sentiment or broader market skepticism about crypto sector developments.
  • The indefinite postponement of cryptocurrency market structure legislation increases regulatory uncertainty, potentially impacting business planning and customer trust in crypto platforms.
Disclosure
Education only / not financial advice
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